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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
151
Financial Counselors Inc
Kansas
$259K +$239K +4,372 New
AI
152
Atria Investments
North Carolina
$255K +$235K +4,303 New
CM
153
Capital Management
Virginia
$251K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$250K +$88.2K +1,615 +59%
NWM
155
Northwest Wealth Management
Iowa
$249K +$229K +4,196 New
KeyBank National Association
156
KeyBank National Association
Ohio
$246K
NSIM
157
North Star Investment Management
Illinois
$245K
GC
158
Garde Capital
Washington
$243K -$752K -13,768 -77%
LWM
159
LBA Wealth Management
Florida
$222K
Mariner
160
Mariner
Kansas
$222K +$27.4K +501 +15%
BBA
161
BLB&B Advisors
Pennsylvania
$220K +$202K +3,707 New
CAM
162
Cypress Asset Management
Texas
$214K +$197K +3,600 New
CWM
163
Cornerstone Wealth Management
Missouri
$213K +$194K +3,558 New
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$213K +$195K +3,577 New
Bank of New York Mellon
165
Bank of New York Mellon
New York
$201K +$185K +3,383 New
SPC
166
Sigma Planning Corp
Michigan
$201K +$185K +3,385 New
IA
167
IndexIQ Advisors
New York
$200K +$184K +3,371 New
WT
168
Whittier Trust
California
$155K +$16.2K +297 +13%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$154K +$1.69K +31 +1%
CFA
170
CT Financial Advisors
Pennsylvania
$145K +$76.6K +1,403 +134%
AA
171
Ancora Advisors
Ohio
$119K +$109K +2,000 New
HNB
172
Huntington National Bank
Ohio
$116K
BFEC
173
Benjamin F. Edwards & Company
Missouri
$96K +$14.3K +262 +19%
RWA
174
Ropes Wealth Advisors
Massachusetts
$93K
AP
175
Advisors Preferred
Maryland
$92K +$85K +1,557 New